Find the Certified Financial Planner™
Who's right for you.

CarolRose Schlesinger, CFP®, CLU, CHFC

Southland Financial Group New England Financial

6300 Canoga Ave
Ste 1300 West
Woodland Hills, CA 91367
Phone: (818) 996-9114
Fax: (818) 996-0717

Toll-free: (818) 773-7779

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Annuities
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.